Skip to content
Disclosery

DFAU DIMENSIONAL ETF TRUST

Follow

US CORE EQT MKT (fund)

462 managers (465 13F filers) reported a position in DFAU shares at 2024-12-31, 2,173,340,650 shares in all. 25 filers opened a position and 16 filers sold out during the quarter.

Managers
462
13F filers
465
New
25
Added
204
Reduced
119
Sold out
16
Shares held by filers
2,173,340,650

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Essential Planning, LLC.77,812,926$3.18B20.7%+76,574,18513F-HRTimeline
Sequoia Financial Advisors, LLC4,944,490$200M1.93%+122,34413F-HR/ATimeline
Modera Wealth Management, LLC3,639,955$147M1.78%-40,52213F-HRTimeline
Aquire Wealth Advisors, LLC3,616,414$146M45.35%+121,18713F-HRTimeline
OneDigital Investment Advisors LLC3,138,227$127M1.47%+606,43513F-HRTimeline
Allworth Financial LP2,955,799$124M0.68%+78,11013F-HRTimeline
Blankinship & Foster, LLC2,873,220$116M28.61%+72,58113F-HRTimeline
Kooman & Associates2,694,681$109M39.48%+61,40013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,398,566$97.1M+42,685Timeline
Spinnaker Investment Group, LLC2,036,531$82.5M19.89%+34,73613F-HRTimeline
AE Wealth Management LLC2,014,621$81.6M0.69%+177,67213F-HRTimeline
Arista Wealth Management, LLC1,922,896$77.9M18.67%+19,90313F-HRTimeline
Meridian Wealth Partners, LLC1,846,764$74.8M11.34%+17,10813F-HRTimeline
EVOKE WEALTH, LLC1,739,702$70.4M1.96%+109,99213F-HRTimeline
HB Wealth Management, LLC1,485,986$60.2M0.62%+81,24013F-HRTimeline
Krilogy Financial LLC1,456,733$59M3.93%+60,60213F-HRTimeline
RVW Wealth, LLC1,448,756$58.7M5.47%+161,90513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,393,244$56.4M0.08%+160,69213F-HRTimeline
BCM ADVISORS, LLC1,329,278$55.6M12.42%-254,08913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,315,168$53.3M0.09%-33,16313F-HRTimelineGroup
Betterment LLC1,241,582$50.3M0.12%+68,10913F-HRTimeline
WPWealth LLP1,225,369$49.6M10.14%+57,99313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,204,295$48.4M3.77%-46,23313F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC1,167,405$47.3M13.81%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,064,450$43.1M0.34%+67,42513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,027,480$41.6M0.07%-21,94413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,013,247$41M0.08%+152,80813F-HR/ATimeline
Rappaport Reiches Capital Management, L…1,011,956$41M10.58%+65,97113F-HRTimeline
BRIGHTON JONES LLC989,254$40.1M1.16%+98,29613F-HR/ATimeline
Aveo Capital Partners, LLC961,605$38.9M4.26%-43,89413F-HRTimeline
Sterling Wealth Advisors Inc949,403$38.4M30.16%13F-HRTimeline
Stadion Money Management, LLC934,719$37.8M2.96%new13F-HRTimeline
PBMares Wealth Management LLC888,185$36M7.35%+33,71413F-HRTimeline
Austin Wealth Management, LLC858,587$35.6M7.37%+150,53513F-HRTimeline
TCP Asset Management, LLC859,974$34.8M7.68%+19,02713F-HRTimeline
Yardley Wealth Management LLC844,256$34.1M16.56%+137,13413F-HRTimeline
NorthCoast Asset Management LLC804,336$32.6M0.16%+115,94513F-HR/ATimeline
Wealthspire Advisors, LLC797,068$32.3M0.32%-439,65913F-HRTimeline
Plancorp, LLC794,744$32.2M1.32%+168,68013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC753,350$30.5M5.08%+34,87713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC746,408$30.2M0.7%-29,01313F-HRTimeline
CURIO WEALTH, LLC745,322$30.2M16.23%13F-HRTimeline
Valued Wealth Advisors LLC743,261$30.1M18.85%+2,14513F-HRTimeline
Advisory Alpha, LLC739,980$30M1.07%+38,35113F-HRTimeline
Financial Connections Group, Inc.733,651$29.7M14.28%+18,15513F-HRTimeline
SC&H Financial Advisors, Inc.731,964$29.6M6.12%+27,13113F-HRTimeline
Quantum Financial Advisors, LLC723,857$29.3M4.47%+124,17813F-HRTimeline
Two West Capital Advisors LLC709,516$28.7M24.62%-82,75913F-HRTimeline
Creative Planningin group Creative Planning694,805$28.1M0.03%+2,97813F-HRTimelineGroup
Fonville Wealth Management LLC666,973$27M8.92%+57,09313F-HRTimeline
M Wealth Management, LLC656,989$26.6M24.29%13F-HRTimeline
Physician Wealth Solutions Inc.637,711$25.8M12.93%+6,85113F-HRTimeline
Highland Financial Advisors, LLC636,277$25.8M8.92%+11,53113F-HRTimeline
Spectrum Investment Advisors, Inc.598,831$24.2M16.18%+5,70913F-HRTimeline
Keystone Financial Group, Inc.596,582$24.2M19.55%13F-HRTimeline
Alpha Financial Advisors, LLC595,804$24.1M10.92%+11,02213F-HRTimeline
LPL Financial LLC590,792$23.9M0.01%-39,94513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP585,493$23.7M0.02%+92013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC580,739$23.5M7.63%+56,66113F-HRTimeline
VeraBank, N.A.577,177$23.4M6.59%+107,24213F-HRTimeline
Hemington Wealth Management573,066$23.2M5.84%+62,43513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding547,683$22.2M+26,907Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…544,628$22.1M5.45%+17,98913F-HRTimeline
Envision Financial Planning, LLC522,402$21.2M10.93%+10,77913F-HRTimeline
ACT Advisors, LLC.521,796$21.1M11.37%-6,65813F-HRTimeline
Shira Ridge Wealth Management521,317$21.1M10.33%-4,60013F-HRTimeline
AWM CAPITAL, LLC507,512$20.5M2.51%-2,83913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP504,511$20.4M0.49%+6,34313F-HRTimeline
Morling Financial Advisors, LLC502,664$20.4M7.1%+10,89113F-HRTimeline
Heritage Investment Group, Inc.497,610$20.1M3.76%+19,35413F-HRTimeline
Note Advisors, LLC493,809$20M17.71%13F-HRTimeline
IFP Advisors, Inc487,193$19.7M0.65%+4,88413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC475,005$19.6M0.09%-11,63713F-HRTimelineGroup
AdvisorNet Financial, Inc482,603$19.5M1.64%+80,85413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/474,202$19.2M<0.01%+5,52513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC454,052$18.4M0.05%-10,56813F-HRTimelineGroup
Cetera Investment Advisers441,411$17.9M0.04%+19,99313F-HRTimeline
UBS Group AGin group UBS Group AG437,886$17.7M<0.01%+404,03013F-HRTimelineGroup
MAI Capital Management434,465$17.6M0.13%+34,67913F-HRTimeline
Timonier Family Office, LTD.425,930$17.2M8.85%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP423,900$17.2M0.04%new13F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…417,707$16.9M5.48%+22,26513F-HRTimeline
Zhang Financial LLC414,809$16.8M0.96%+2,23613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV414,431$16.8M0.04%+186,19313F-HRTimeline
Perigon Wealth Management, LLC400,214$16.4M0.4%+1,09313F-HRTimeline
Tortoise Investment Management, LLC399,416$16.2M1.71%+9,80313F-HR/ATimeline
Physician Wealth Advisors, Inc.386,192$15.6M2.64%+11,39413F-HRTimeline
CVA Family Office, LLC379,095$15.3M2.43%+39,92413F-HRTimeline
Prudent Man Investment Management, Inc.378,207$15.3M8.47%13F-HRTimeline
SAX WEALTH ADVISORS, LLC362,648$14.7M1.15%-39,84413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO360,580$14.6M<0.01%+16,47113F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC340,406$13.8M8.9%+14,88413F-HRTimeline
JFS WEALTH ADVISORS, LLC332,403$13.5M0.92%-7,29113F-HRTimeline
Willow Creek Wealth Management Inc.326,065$13.2M1.35%+4,26813F-HRTimeline
Great Point Wealth Advisors, LLC322,337$13.1M2.85%-1,79013F-HRTimeline
Syverson Strege & Co304,345$12.3M4.11%-29013F-HRTimeline
Tassel Capital Management, Inc.293,570$11.9M10.55%13F-HRTimeline
Security Financial Services, INC.291,738$11.8M2.41%-47,77113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.287,896$11.7M3.75%-2,16113F-HRTimeline
Cambridge Investment Research Advisors,…285,285$11.6M0.04%+11,60713F-HRTimeline
Clarity Capital Advisors, LLC277,550$11.2M7.53%+9,97813F-HRTimeline
Integrated Wealth Concepts LLC276,285$11.2M0.13%+82,40513F-HRTimeline
FinDec Wealth Services, Inc.275,356$11.1M7.74%-54,60713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/268,743$10.9M5.12%-2,76713F-HRTimelineGroup
First Financial Group Corp249,473$10.1M11.17%13F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC243,995$9.88M3.82%+91313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC243,055$9.84M<0.01%13F-HR/ATimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC234,927$9.51M1.2%+9,57013F-HRTimeline
Weinberger Asset Management, Inc222,870$9.02M3.77%+14,19113F-HRTimeline
WMS Partners, LLC220,314$8.92M0.5%-93413F-HRTimeline
Lauer Wealth, LLC219,340$8.88M5.94%+3,32213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC216,711$8.77M0.02%+29,02913F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.216,666$8.77M4.07%+15,46013F-HRTimeline
U.S. Capital Wealth Advisors, LLC213,906$8.66M0.27%+50713F-HRTimeline
Glass Jacobson Investment Advisors llc213,602$8.65M2.84%+3,45013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Investment Solutions, Inc. /IL220,133$8.65M2.89%+23,03013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA209,778$8.49M<0.01%+2,39813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC205,088$8.3M0.03%+3,41913F-HRTimeline
FMB WEALTH MANAGEMENT204,845$8.29M4.67%+6,07113F-HRTimeline
Pacific Asset Management, LLC203,178$8.23M7.73%13F-HRTimeline
Farther Finance Advisors, LLC202,772$8.21M0.3%-9,83813F-HRTimeline
Chicago Partners Investment Group LLC198,428$8.09M0.27%-109,36813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA199,701$8.09M1.53%+17,53113F-HRTimeline
Martin Worley Group199,112$8.06M5.04%13F-HRTimeline
Sollinda Capital Management LLC198,507$8.04M2.21%+15,94313F-HRTimeline
Jacobi Capital Management LLC198,232$8.03M0.6%+20,29513F-HRTimeline
Private Wealth Management Group, LLC189,391$7.67M2.94%+78,98913F-HRTimeline
ARK & TLK INVESTMENTS, LLC187,579$7.6M2.64%-2,37813F-HRTimeline
VSM Wealth Advisory, LLC186,040$7.53M2.69%13F-HRTimeline
Abel Hall, LLC184,611$7.47M4.76%-1013F-HRTimeline
Private Advisor Group, LLC175,288$7.1M0.04%+4,65613F-HRTimeline
Diversified Portfolios, Inc.174,870$7.08M0.77%-4,20613F-HRTimeline
American Capital Advisory, LLC174,110$7.05M3.9%+8,26613F-HRTimeline
Beacon Pointe Advisors, LLC173,940$7.04M0.08%+8,73813F-HRTimeline
CGN Advisors LLC173,476$7.02M0.68%+3,42813F-HRTimeline
Navigoe, LLC172,124$6.97M6.8%13F-HRTimeline
Canopy Partners, LLC169,010$6.84M2.61%+9,20113F-HRTimeline
Cypress Point Wealth Management, LLC168,812$6.84M2.13%-1,76613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.162,118$6.56M0.01%-45713F-HR/ATimelineGroup
FIRETHORN WEALTH PARTNERS, LLC160,835$6.51M3.23%+34,78413F-HRTimeline
Wealth Advisors Northwest LLC156,019$6.32M4.3%13F-HRTimeline
ENTREWEALTH, LLC159,439$6.27M5.79%13F-HRTimeline
Morton Capital Management LLC/CA154,597$6.26M1.18%-9,18313F-HRTimeline
Chico Wealth RIA152,565$6.18M5.4%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY151,733$6.14M<0.01%+123,30313F-HR/ATimelineGroup
Level Wealth Management LLC148,689$6.02M4.25%13F-HR/ATimeline
Aegis Wealth Management LLC148,628$6.02M4.07%13F-HRTimeline
Oak Wealth Advisors LLC148,086$6M4.61%13F-HRTimeline
Mattern Wealth Management LLC147,952$5.99M1.32%+2,33013F-HRTimeline
HTG Investment Advisors, Inc.144,365$5.85M2.67%+25413F-HRTimeline
Hardy Reed LLC140,555$5.69M0.5%013F-HRTimeline
HFG Wealth Management, LLC140,973$5.6M3.63%+2,35513F-HRTimeline
Sowell Financial Services LLC136,836$5.54M0.29%-194,83913F-HRTimeline
My Personal CFO, LLC136,680$5.53M2.84%+36,39513F-HRTimeline
Capital Investment Advisory Services, L…135,577$5.49M0.53%-1,64413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC132,521$5.37M0.16%-13213F-HRTimelineGroup
GEM Asset Management, LLC132,197$5.35M2.98%+2,98313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC129,174$5.23M0.05%+14,74413F-HRTimelineGroup
Heirloom Wealth Management126,230$5.11M1.53%-4,20613F-HRTimeline
Foundations Investment Advisors, LLC121,465$4.92M0.09%+13,23613F-HRTimeline
Prodigy Asset Management LLC120,553$4.88M4.16%13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC119,683$4.85M2.16%+2,76413F-HRTimeline
TABLEAUX LLC118,494$4.8M3.97%13F-HRTimeline
D.A. DAVIDSON & CO.118,010$4.78M0.04%+2,20013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC119,956$4.76M3.18%-1,70113F-HRTimeline
Signature Resources Capital Management,…116,176$4.7M4.2%-1,50113F-HRTimeline
Rather & Kittrell, Inc.112,884$4.57M1.07%-2,33013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,842$4.49M0.01%+3,37013F-HRTimelineGroup
Quad-Cities Investment Group, LLC107,539$4.35M2.13%+8,87813F-HRTimeline
SYM FINANCIAL Corp106,833$4.33M0.56%+1,44213F-HRTimeline
Sageworth Trust Co100,615$4.07M0.25%-2,05313F-HRTimeline
RFG Advisory, LLC99,733$4.04M0.11%+8,14813F-HRTimeline
CLARIS ADVISORS, LLC / MO /99,511$4.03M1.52%-1,51213F-HRTimeline
Sterling Financial Group, Inc.97,849$3.96M1.47%-538,74113F-HRTimeline
JDH Wealth Management, LLC97,155$3.93M3.45%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.96,867$3.92M0.01%+9,08213F-HRTimelineGroup
SpringVest Wealth Management LLC96,055$3.89M3.33%13F-HRTimeline
Retirement Solution LLC95,809$3.88M1.02%-18,58213F-HRTimeline
Aspen Wealth Management LLC95,309$3.86M1.14%-13,34713F-HRTimeline
Dodds Wealth, LLC91,476$3.84M1.24%+25713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC93,748$3.8M0.09%-2,81513F-HRTimelineGroup
COWA, LLC92,895$3.76M1.73%-15,59013F-HRTimeline
Wolfstich Capital, LLC91,783$3.72M3.3%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding88,667$3.59M-27,534Timeline
QUARRY HILL ADVISORS, LLC88,502$3.58M2.41%-6,42213F-HRTimeline
Apella Capital, LLC88,229$3.57M0.14%+3713F-HRTimeline
Vantage Point Financial LLC86,654$3.51M1.89%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC86,187$3.49M2.96%+11,99313F-HRTimeline
Invst, LLC82,911$3.36M0.41%+18,05513F-HRTimeline
180 WEALTH ADVISORS, LLC81,050$3.28M0.51%+2,23513F-HRTimeline
Waterfront Wealth Inc.78,588$3.18M0.78%+21113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…78,084$3.16M1.25%+10113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.77,681$3.15M0.04%-8,35313F-HRTimelineGroup
ALKEME WEALTH, LLC75,604$3.06M1.4%+30413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC74,904$3.03M2.09%-4,83813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.73,156$2.96M1.98%+8913F-HRTimeline
World Investment Advisors72,477$2.93M0.08%+2,87713F-HRTimeline
Investmark Advisory Group LLC72,465$2.93M1.44%-5,69513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC72,011$2.92M0.07%+46,31113F-HRTimelineGroup
ERn Financial, LLC71,926$2.91M0.44%-3,88213F-HRTimeline